CAG
NVS icon

Csenge Advisory Group’s Novartis NVS Stock Holding History

Csenge Advisory Group’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Buy
16,110
+1,973
+14% +$296K 0.1% 176
2026
Q1 		$2.16M Sell
14,137
-16,127
-53% -$2.47M 0.1% 173
2025
Q4 		$4.17M Buy
30,264
+1,018
+3% +$133K 0.19% 104
2025
Q3 		$3.75M Buy
29,246
+10,838
+59% +$1.32M 0.18% 109
2025
Q2 		$2.13M Buy
18,408
+432
+2% +$48.7K 0.11% 152
2025
Q1 		$1.99M Buy
17,976
+1,581
+10% +$168K 0.11% 149
2024
Q4 		$1.6M Buy
16,395
+6,369
+64% +$679K 0.09% 188
2024
Q3 		$1.17M Buy
10,026
+678
+7% +$76.9K 0.06% 233
2024
Q2 		$995K Buy
9,348
+2,792
+43% +$280K 0.06% 251
2024
Q1 		$634K Sell
6,556
-1,365
-17% -$140K 0.04% 372
2023
Q4 		$800K Buy
7,921
+806
+11% +$77.8K 0.05% 288
2023
Q3 		$725K Buy
7,115
+3,709
+109% +$376K 0.05% 279
2023
Q2 		$344K Buy
+3,406
New +$341K 0.02% 465
2021
Q2 		– Sell
-2,312
Closed -$202K – 576
2021
Q1 		$202K Sell
2,312
-151
-6% -$13.6K 0.02% 475
2020
Q4 		$233K Sell
2,463
-449
-15% -$39.2K 0.03% 384
2020
Q3 		$252K Buy
2,912
+47
+2% +$4.07K 0.03% 329
2020
Q2 		$250K Sell
2,865
-552
-16% -$47.6K 0.04% 310
2020
Q1 		$282K Buy
+3,417
New +$305K 0.07% 223
2018
Q4 		– Sell
-23
Closed -$1K – 1058
2018
Q3 		$1K Buy
+23
New +$1.7K ﹤0.01% 899

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Csenge Advisory Group's NVS Position: Q2 2026 in Review

Csenge Advisory Group increased its Novartis (NVS) stake by 14% in Q2 2026, buying an estimated $296K and bringing the position to 16,110 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #176.

Csenge Advisory Group first reported a position in NVS in Q3 2018 and has held it in 19 quarters since. The position peaked at $4.17M in Q4 2025. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Csenge Advisory Group held 16,110 shares of Novartis worth $2.52M as of Q2 2026.
  • Csenge Advisory Group bought 1,973 Novartis shares in Q2 2026, an estimated $296K.
  • Novartis made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #176 holding.
  • Csenge Advisory Group first reported a position in Novartis in Q3 2018 and has held it in 19 quarters since.
  • Csenge Advisory Group's Novartis position peaked at $4.17M in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.